Searching users, groups, and organizations

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14 Comments

  • Tomer Ben Arye

    How can I list users w/o the ZD Talk users that are automatically inserted into the system?
    Will this work? ( there is a space after the Caller, cause usually, it's Caller +

    created_at>2022-02-01 -name:Caller 

     

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  • John DiGregorio

    I just tried it on a custom field we have on Organizations called Installation with a drop down value of hosted and it failed.  Received the error No Results in Sight.    The only this I could get to work were the out of the box fields

    Installation:Hosted

     

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  • Dane
    Zendesk Engineering

    John DiGregorio,

    Can you share the keyword/format you have used to search for the custom field in your Org?

    Tomer Ben Arye,

    I have tested it on my end. As it turns out, negative/blank search is not supported. I'd recommend creating a Community post separately for that with your use case to help get more visibility and votes on the idea. Then, others can share their use cases to further drive demand for that feature. 

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  • Justin Near

    Is it possible to do the opposite of :none? I want to see all organizations or users that have a specific field not empty.

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  • Dane
    Zendesk Engineering
    Hi Justin,
     
    There's no option for your use case. You'll need to search for it individually.
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  • Curt Smith

    Is there a way to export all users to a list?  If so, can the list include the users Organization?  Or, can I do a search for all users with no organization?

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  • Spencer Hutton

    Curt Smith you could use the Advanced Search app.

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  • Dave Dyson
    Hi Curt, welcome to the community! As Spencer mentioned, the Advanced Search app should be able to do this for you: Advanced Search
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  • Allen McKenzie

    This is the most ridiculous thing yet. Why can't you search for an organization using its unique ID? Seriously? If I can search for a user using their email address and in those results be provided the unique id number of the organization they belong to then why can't I use that ID number to search for the organization? Why does support take 2 business days to respond to this? How am I the only person to ever ask this question or think about this relationship between users and organizations and try to put 2 and 2 together?

    My use case is pretty simple, I have created some custom fields that I want to update when a customer makes a purchase from the store. When they order I perform a search using the API to locate an existing user by their email address. If a user is found I then use the information returned to see if they are a member of an organization and if they are I want to update my custom field for that organization when I got to process the order fields and update that organizations information as well as the user who made the purchase. I can't do that however, because Zendesk didn't think that the organization id that a user belongs to was a searchable field that should be used to relate the two data items together and relies on the name instead. That isn't helpful because the name of the organization that a user belongs to is not returned in the user search data.

    If anybody knows how this works and has better documentation that was is found here in Zendesk please for the all that is holy and good and decent in this world please share that with me. I'm so utterly frustrated with this at the moment that I'm actually forcing myself to put it down and walk away. I honestly don't know why I'm paying for this thing at the moment.

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  • Tomer Ben Arye

    Allen McKenzie

    I got your frustration, and you won't get any response from Zendesk... for sure...

    Let me try to help you out with what I know and what I have faced before.

    1. Even if you search for tomer@abc.xyz, you will sometimes get another user ( IDK why they return this user, but sometimes, you WILL get other email addresses.

    So, to conclude that, make sure in your API ( or filter or whatever ) to CHECK that the email address is (lowercase) and matched into the one that the user provided to you.

    (That said, it's always recommended to use lowercase as the input to Zendesk when creating new users - no matter what the customer provided)

    2. you'll need another API method to get the user details when you have a match to the user email address, with this way, you will be able to grab the organization ID or whatever custom ID you created.

    3. I don't know which app you're using, I can suggest MAKE.COM ( I'm not an affiliate) but I'm using it heavily on what ZD CAN'T do...
    See my scenario as an example of "how-to" do it via Make (codeless site - you don't need to know Python)

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  • Allen McKenzie

    The issue I'm running into is that I get the match and only one user for the given email address and it includes the Organization ID number that the user belongs to but you can't search for that Organizations details by the ID number of the Organization.

    Effectively, what I am trying to accomplish here is to create a Zapier integration with a WooCommerce purchase. When a current subscriber or a new subscriber makes a purchase for custom work hours I want to see if they have an account already in Zendesk, if they don't I will create one using the information they provided during their purchase, if they do I want to update a field associated with their Organization to update the number of available hours in their account and likewise do the same for a new customer. 

    That's where things fall apart here though. Even though the user is found to be present in Zendesk and is associated with an Organization I can't turn around to update that Organization's field because I can't pull that Organization using its unique ID number.

     

     

     

     

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  • JJ Breen

    Allen McKenzie,

    Have you tried to use any of the APIs from https://developer.zendesk.com/api-reference/ticketing/organizations/organizations/ ?

    Specifically, there is a GET method for pulling the Org ID for a user:

    • GET /api/v2/users/{user_id}/organizations.json

    There is also a GET method for the Org details by Org ID:

    • GET /api/v2/organizations/{organization_id}

    There are also PUT methods for updating organizations, again using the internal ID number or even the External ID.

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  • Kathrin Lemberg

    Is it possible to get a list of all users I filtered by my search criteria, e.g. external ID:none and see also all assigned ticket incl. status of those users? 

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  • Ivan Miquiabas
    Zendesk Customer Care
    Hi Kathrin Lemberg
     
    Thanks for reaching out! I believe so yes, you can search for External ID. Here are search parameters in full that you can use.  Searching Zendesk Support data
     
     
    Cheers!  
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